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Artificial Intelligence

Artificial intelligence covers the companies building and selling machine intelligence — the chips that train and run models, the platforms that serve them, and the applications that put them in front of users. It is the widest technology theme on the market, and spans everything from silicon foundries to consumer software.

264 stocks

Agentic AI AI Inference Silicon AI Memory & HBM AI Software & Applications Chinese AI Sovereign AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2976	OAM Orinda Asset Management Lafayette, California	$692K	+$317K	3	1.18%	Increased
2977	SC Skylands Capital Milwaukee, Wisconsin	$689K	-$2.43M	2	0.11%	Reduced
2978	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$679K	-$48K	6	0.36%	Reduced
2979	CWM Cedar Wealth Management Walnut Creek, California	$674K	+$578K	4	0.46%	Increased
2980	AIA Arbor Investment Advisors Winston Salem, North Carolina	$665K	$0	2	0.4%	Maintained
2981	PM Parametrica Management Wanchai, Hong Kong	$663K	+$624K	3	2.38%	New
2982	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$659K	+$21K	1	1.12%	Increased
2983	VAM Verity Asset Management Durham, North Carolina	$656K	+$41.2K	1	0.74%	Increased
2984	HCM Hengehold Capital Management Cincinnati, Ohio	$653K	+$183K	2	0.21%	Increased
2985	FDS First Dallas Securities Dallas, Texas	$647K	+$59K	2	0.52%	Increased
2986	TCM Towercrest Capital Management Newtown, Pennsylvania	$646K	+$10.6K	2	0.68%	Increased
2987	MGAM McGowan Group Asset Management Dallas, Texas	$640K	-$319K	2	0.12%	Reduced
2988	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$632K	-$871K	1	0.1%	Reduced
2989	SM Salzhauer Michael	$628K	$0	1	0.53%	Maintained
2990	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$624K	-$563K	3	10.82%	Reduced
2991	FPB First PREMIER Bank Sioux Falls, South Dakota	$623K	+$3.15K	6	0.5%	Increased
2992	Pathstone Family Office Englewood, New Jersey	$612K	+$487K	8	1.24%	Increased
2993	BCM Breithorn Capital Management New York	$609K	$0	1	0.42%	Maintained
2994	FMP Financial Management Professionals Austin, Texas	$605K	+$60.8K	9	0.31%	Increased
2995	RPG Risk Paradigm Group Austin, Texas	$605K	+$165K	5	0.77%	Increased
2996	AIC Ayalon Insurance Company Ramat Gan, Israel	$603K	-$2.69M	7	0.51%	Reduced
2997	DPA Delphi Private Advisors San Diego, California	$602K	-$55.5K	12	1.08%	Reduced
2998	AEPG American Economic Planning Group Warren, New Jersey	$601K	+$41.4K	2	0.24%	Increased
2999	WDL Well Done LLC Holland, Michigan	$601K	-$2M	2	0.22%	Reduced
3000	SCP Sandhill Capital Partners Buffalo, New York	$597K	-$12.9M	1	0.2%	Reduced